Tag:
Huge Group
Ghost Bites
Ghost Bites (Anglo American | ASP Isotopes | DRDGOLD | Jubilee Metals | Nedbank | Schroder European Real Estate | South32)
ASP Isotopes will shortly implement the Renergen deal. Nedbank has finished the sale of Ecobank. Anglo American got another regulatory approval for Teck. Schroder European Real Estate has a tenant problem, South32 has an energy problem and DRDGOLD has a mining unions problem! Jubilee Metals looks ahead to a much better FY26 (hopefully).
Ghost Bites
Ghost Bites (Accelerate Property Fund | Deneb | eMedia | Frontier Transport | Growthpoint | HCI | KAL | Life Healthcare | Nampak |...
A huge day of news saw the HCI stable (including Deneb, eMedia, Frontier Transport and Tsogo Sun) release results. Growthpoint released a quarterly update. Nampak is a great turnaround story, while Accelerate Property Fund is also coming right. Numbers came in from KAL, Life Healthcare and Novus as well, while Sirius Real Estate announced another acquisition.
Ghost Bites
Ghost Bites (Bell Equipment | Bidvest | Blue Label | Brimstone | CA Sales | RCL Foods | Santam | Sea Harvest | Sun...
CA Sales, RCL Foods, Santam and Sea Harvest all released solid numbers. Bidvest, Bell Equipment and Brimstone are struggling to various degrees. Sun International posted a resilient set of numbers. Blue Label has given more details on the Cell C restructure.
Ghost Bites
Ghost Bites (Afrimat | Bidcorp | Blue Label Telecoms | Curro | OUTsurance | Spur | Transpaco)
Curro is becoming a non-profit organisation - and it all makes perfect sense. OUTsurance is flying. Punters took profit on Blue Label after results. Afrimat and Transpaco are having a tough time. Bidcorp put in a dependable performance. Spur has a legal battle around a rib plant.
Ghost Bites
Ghost Bites (Boxer | Greencoat | Kumba Iron Ore | Shaftesbury)
Boxer's performance has accelerated despite negative food inflation. Kumba Iron Ore's self-help strategies are paying off. Shaftesbury is partying it up in London's West End. Greencoat wishes there was more wind.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Capital Appreciation | Copper 360 | Dis-Chem | HCI | Huge | Insimbi | Mustek – Novus |...
Dis-Chem released results, but the market didn't like something about them. Santova announced a clever deal. Accelerate is raising R100m. Capital Appreciation looks strong. Mustek - Novus released the offer circular. Sirius is doing deals. Copper 360, HCI, Huge Group and Insimbi also released important updates.
Ghost Bites
GHOST BITES (Aveng | Jubilee Metals | Metair)
Aveng shareholders are licking their wounds. Jubilee is trying to catch up lost production at Roan. Metair is making major strategic changes in its business, but that balance sheet looks frightening.
Ghost Bites
GHOST BITES (Pan African Resources | Powerfleet | Telkom)
Pan African Resources needs a strong second half. Powerfleet's key growth metrics have gone in the right direction. Telkom's EBITDA is a highlight and so is mobile subscriber growth.
